It’s interesting to remember sometimes why certain features were put in the software. Sometimes I don’t recall at all and often wonder if we were looking to solve a business problem or it just seemed a good and fun idea at the time!
It’s even more interesting when a user finds out about the functionality for the first time and tells me a really good business reason for the feature.
Case in point today is the ability to print multiple documents from the case enquiry summary window. This feature allows you to print the same letter for multiple cases. All the ones that are ticked in the summary window in fact. Go to the Forms menu and the WP Document window. Select the document from the picklist and click ok. One document will be created for every document in the summary list that is ticked.
I am pretty sure we added this because it was a good idea and easy to implement given that we were adding the “print a document from the case and name record” feature.
One of the people at my client found out about this today for the first time. She thinks it is brilliant because when a group of cases move from one attorney to another they use the bulk name change feature to change the staff responsibility but then have to print out, one by one, the new file cover sheet.
This is a PassThru letter that has information about the case, including the responsible staff member, that is attached to the front of the physical file. From now on, she will be able to print all of the cover sheets at the same time the name change occurs, with no manual intervention, saving heaps of her time!!!
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